32 open remote positions
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
Support larger Go-To-Market initiatives, ensuring smooth launch and campaign execution. Act as an AI-native marketer, automating key workflows for faster delivery. Lead smaller growth initiatives by shaping positioning and executing go-to-market plans.
The role will bridge Wealthsimple’s Client Experience team with our Security team, fostering collaboration to mitigate risks and protect client interactions. Employee development, coaching, and mentoring via weekly 1:1s, monthly “Grow” sessions, & quarterly performance reviews. Actively engage with clients by assisting CXAs with challenging cases or handling escalations directly.
As the leader of Investment Representatives, you will be responsible for handling client questions and overseeing risk and meeting compliance requirements. Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions. Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management.
This role blends live event production technical know-how with creative production capabilities. You will own the full development of a project from concept through execution in partnership with creative and product marketing teams. You will support scoping and coordination across creative, product and marketing stakeholders to keep work moving from brief to delivery.
Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.
As a Sr. Security Developer, you will collaborate with security and engineering leadership to architect a scalable and resilient vision for secure cloud environments. You will develop and implement programs to ensure the company’s systems are compliant with regulatory requirements and privacy laws. Act as a technical subject matter expert for cloud security requirements and initiatives.
Lead efforts to improve and scale our promotion architecture, optimize data infrastructure, enhance analytical models, and enable data-driven decision-making across the organization. Manage the partnership with our Product and Engineering teams to support works across some of Wealthsimple’s highest priority efforts. Build robust, efficient, and integrated data models in cloud data warehouse that will be used as the source of truth for analytics across the Investing product organization.
Manage and maintain the company’s headcount data in Workday. Own the end-to-end process of headcount allocation in Workday, including maintaining position data and supporting budget approvals. Serve as the central coordination point between Finance, HRBPs, and Talent Acquisition for all headcount-related updates.
Lead the user-generated content (UGC) strategy and scale collaboration with creators. Manage the full lifecycle of the creator content engine, from identifying creators to optimizing performance. Partner with creative, performance, and brand teams to identify content needs and performance insights.
In this role, you'll support Canadian media and influencer relations at Wealthsimple, proactively identify compelling narratives, lead the team’s speaker, events and award strategy in Canada and the US, and support company news and product release communications.
Manage Client Experience Associates (CXA) in delivering amazing client experiences through performance management, coaching and development. You'll be accountable for a group of CXAs performance and monitoring, achieving team output goals, quality of client interactions, and achieving ticket service level agreements. Assist in employee development/coaching/mentoring and pivot employees across support channels to achievement of team goals.
Solve ambiguous problems in a fast-paced environment that prioritizes shipping and iterating new features for clients. Collaborate with engineering, product, and data science teams to deliver on business cases, financial modelling, data visualization and ML decision thresholds. Strategies will mitigate millions of dollars of attempted fraud annually.
Lead day-to-day program management for new in-person experiences, from planning through launch and operations. Develop operating models, playbooks, and SOPs for staffing, training, and client engagement. Partner with cross-functional teams (Design, Marketing, Finance, CX) to align and execute. Manage vendor and partner relationships, including F&B, tech, and service providers.
Pioneer new ways to improve developer productivity by leveraging emerging technologies like AI to optimize workflows, improve test coverage and reduce friction in the development lifecycle. Shape the next generation of our development environments and modernize core internal libraries and tooling. Define and measure operational excellence at scale and elevate our testing infrastructure.
Serve as the execution arm for policies set by cross-functional brokerage stakeholders. Close client positions and/or apply appropriate account restrictions based on single stock and broad-based stress testing metrics to ensure that client exposures are within established stress guidelines, according to established policies and procedures. The successful candidate will manage a team of Associates and serve as the execution arm for policies set by cross-functional brokerage stakeholders.
As an Intermediate Software Developer on the Corporate Actions team, you’ll play a vital role in designing, building, and maintaining the systems that power crucial client-facing features and operational workflows. You’ll collaborate across disciplines to build scalable solutions, improve automations, and deliver seamless client experiences that impact millions of users.
Refine and enhance the asset allocation process using a data-driven analytical approach. Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives. Translate investor needs into data models and analyses that inform key business decisions. Stay ahead of market trends, ensuring investment products remain competitive and innovative in the retail wealth management space. Take ownership and deliver results.
Wealthsimple Media is looking for a senior news writer to help run TLDR. The ideal candidate should own the voice of the newsletter and wants to be something of a star. They should have strong reporting skills, deep curiosity, heaps of energy, and the ability to write with style, wit, and clarity. The writer should be able to deliver incisive analysis of front-page news, unpack fintwit’s latest obsession, and interview smart traders about the housing market.
You will play a critical role in managing and resolving complex client issues that escalate to the highest levels within Wealthsimple. Build comprehensive client sentiment and social trend reports that capture and analyze key aspects of escalation root cause and trends. Collaborate with various stakeholders across functions to identify and address urgent issues, transform problems into solutions, and champion the client experience.
The Senior Manager, Compliance Program Management will direct the development, implementation, and maintenance of key compliance frameworks. You'll manage specialized compliance teams and ensure consistent application of compliance standards across the organization through effective program governance. You will build strong collaborative relationships with Product, Trading, Operations, Engineering and Finance teams to ensure compliant implementation of business initiatives.
Lead, coach, and mentor a high performing team of data scientists, analysts, and associates dedicated to Finance data science and Market risk initiatives. Deliver high-quality financial metrics and advanced analytics to support key decisions related to financial planning, treasury operations, and liquidity management. Develop and maintain the finance data mart, with a focus on optimizing data quality, accessibility, and efficiency.
You will be responsible for building robust, efficient and integrated data models that enable our fraud analytics and machine learning. These core data models will serve as the foundation of our fraud strategy, allowing the team to monitor and detect fraud trends, build machine learning models, and launch new fraud defenses. In this role, you will have the opportunity to: Build data models in the cloud data warehouse that will be used as the source of truth for analytics and predictive modelling.
You will be responsible for the design and execution of product experiments and building robust machine learning pipelines to build the flagship personalization framework at Wealthsimple. Blend expertise in experimental design, predictive modelling and software engineering while effectively communicating with stakeholders.
This role will lead the strategic development and scaling of Level 1 CX teams at BPO partner(s) to transform them into a world-class client experience function. The director will define what is needed to be successful across all facets (processes, workflows, tools, systems, training, change management, workforce management, culture) to cultivate a best-in-class client experience operation. This Director manages a high-performing internal team and drives operational excellence with internal teams and BPO partners.